Donaldson
451 hedge funds and large institutions have $6.11B invested in Donaldson in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 165 reducing their positions, and 50 closing their positions.
113% more call options, than puts
Call options by funds: $1.08M | Put options by funds: $507K
3.15% more ownership
Funds ownership: 81.23% → 84.39% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 50
1% less capital invested
Capital invested by funds: $6.15B → $6.11B (-$47.3M)
1% less funds holding
Funds holding: 456 → 451 (-5)
13% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 165
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$165M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$56.5M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$18.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$30.7M |
| 2 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$18.3M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$8.24M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$8.09M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$7.06M |
DCI Hedge Fund Activity: Q3 2023 in Review
451 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Donaldson (DCI) for Q3 2023, worth a combined $6.11B — down 0.77% from $6.15B a quarter earlier.
Fund positioning in DCI was balanced in Q3 2023: 50 funds opened new positions, 50 closed out, 143 added to existing stakes and 165 trimmed.
The largest buyer was Wells Fargo, adding an estimated $165M. The largest seller was Allspring Global Investments, cutting an estimated $30.7M.
- 451 institutional investors held Donaldson (DCI) as of Q3 2023, down from 456 in Q2 2023.
- Funds reported $6.11B of Donaldson stock for Q3 2023, down 0.77% quarter-over-quarter.
- 50 funds opened new Donaldson positions in Q3 2023 and 50 closed out, a net change of 0 holders.
- The largest Donaldson buyer in Q3 2023 was Wells Fargo, an estimated $165M added.
- The largest Donaldson seller in Q3 2023 was Allspring Global Investments, an estimated $30.7M sold.
Based on aggregated 13F filings for Q3 2023.